Zoho Reports Review

​The ability to produce pivot tables and the integrated SQL functions have been of great value.

Valuable Features

The ability to produce pivot tables and the integrated SQL functions have been of great value in producing insightful reports and graphs. The integration with other Zoho products is also quite valuable as it will allow Zoho Reports to serve our reporting needs as we continue to grow.

Improvements to My Organization

We were able to create reports in Zoho Reports to monitor the conversion rate for the samples we were sending out. This allows us to monitor the conversion rate and set targets for our sales team, who, due to the embedding functions of Zoho, are able to see them at any time. This has given our sales team direct motivation, allowing us to reach new sales milestones.

Room for Improvement

The ability to copy a full database is lacking, making it difficult to create test environments. The SQL editor could also use some tweaks, as it is currently difficult to debug large queries without having to copy the text into a text editor to get line and column numbers.

Use of Solution

4 months.

Stability Issues

There has been a single instance of Zoho being inaccessible in the time I have used it, but the downtime was minimal (a few minutes).

Customer Service and Technical Support

Customer Service:

Customer service is a 4/5. They will answer your questions quickly, and generally provide helpful answers.

Technical Support:

Technical support is a 3/5. They will frequently link to documentation as part of their answers, but I have found some of their responses to not agree with documentation, leading to confusion.

Previous Solutions

We were previously using Caspio as a cloud based database, but it had limited reporting functions. It was not possible to do SQL queries, or pivot tables, greatly limiting the capabilities of the database as a reporting tool.

Initial Setup

The initial setup was quite straightforward for Zoho reports on its own. If you already have databases, or excel files, just upload, and the appropriate tables will be created. For creating reports, they use a drag and drop system that is intuitive and easy to use.

Implementation Team

Zoho Reports was implemented in house. With only basic IT knowledge, it is easy to create the necessary reports and tables. Knowledge of API programming is an asset when integrating Zoho Report with other applications.

Pricing, Setup Cost and Licensing

The original setup costs only exist in that of time used to setup all the reports/tables. There are no up front fee, and Zoho charges on a monthly basis proportional to the chosen package and number of users. Packages start at a few dollars a month per user.

Other Advice

When considering Zoho Reports, make sure to consider the whole Zoho family of products. Zoho has been introducing new products, and has a large variety of different business applications (CRM, accounting, mail). Many of these can link directly to Zoho Reports and create some great reports to help your business to prosper.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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